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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,541 | $106,247+67.1% | $96,515+84.0% | $139,466+27.3% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 16.81% | 38.47%-21.7pp | 35.73%-18.9pp | 373.66%-356.8pp |
| Employer contribution / active EE | $3,571 | $4,106-13.0% | $3,740-4.5% | $4,754-24.9% |
| Participant deferral / active EE | $11,467 | $5,456+110.2% | $4,880+135.0% | $6,712+70.8% |
| Admin fee / account holder | $5,717 | $7,885-27.5% | $6,735-15.1% | $11,409-49.9% |